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Jefferies Financial Group
JEF

Overview Fund Activity

472 hedge funds and large institutions have $5.45B invested in Jefferies Financial Group in 2022 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 163 increasing their positions, 178 reducing their positions, and 90 closing their positions.

Holders
472
Holders Change
-33
Holders Change %
-6.53%
% of All Funds
7.47%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.24%
New
63
Increased
163
Reduced
178
Closed
90
Calls
$11.8M
Puts
$51M
Net Calls
-$39.3M
Net Calls Change
-$44.7M

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$109M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$235M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$45.4M
4
AQR Capital Management
4
AQR Capital Management
Connecticut
$61.4M
5
DSC
5
Donald Smith & Co
New York
$109M

Top Sellers

1
Arrowstreet Capital
1
Arrowstreet Capital
Massachusetts
$34M
2
AIM
2
Artemis Investment Management
United Kingdom
$0
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$683M
4
Geode Capital Management
4
Geode Capital Management
Massachusetts
$90.2M
5
CVA
5
Ceredex Value Advisors
Florida
$15.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
ISWM
526
Independent Solutions Wealth Management
New York
– -$201K -5,410 Closed
CP
527
Castleview Partners
Texas
– -$100 -4,058 Closed
IUHSA
528
Itau Unibanco Holding S.A.
Brazil
– -$119K -3,200 Closed
MSFP
529
Mark Sheptoff Financial Planning
Connecticut
– -$113K -3,033 Closed
EBA
530
Eagle Bay Advisors
New York
– -$77K -2,066 Closed
PI
531
PineBridge Investments
New York
– -$75K -2,019 Closed
SFM
532
Signet Financial Management
New Jersey
– -$60K -1,627 Closed
CCM
533
Chilton Capital Management
Texas
– -$39K -1,051 Closed
Bank Julius Baer & Co
534
Bank Julius Baer & Co
Switzerland
– -$35K -936 Closed
FPWM
535
FSB Premier Wealth Management
Iowa
– -$23K -628 Closed
WT
536
Washington Trust
Rhode Island
– -$18K -486 Closed
HCP
537
Hexagon Capital Partners
Arkansas
– -$18K -479 Closed
IPW
538
IronBridge Private Wealth
Texas
– -$17K -454 Closed
TCOV
539
Trust Company of Vermont
Vermont
– -$13K -341 Closed
FMII
540
Farmers & Merchants Investments Inc
Nebraska
– -$11K -292 Closed
DFCM
541
Dark Forest Capital Management
Puerto Rico
– -$8K -204 Closed
MFAM
542
Motley Fool Asset Management
Virginia
– -$5K -121 Closed
HIA
543
Harbor Investment Advisory
Maryland
– -$4K -112 Closed
TWM
544
Tradition Wealth Management
Minnesota
– -$3K -89 Closed
TSWM
545
Tyler-Stone Wealth Management
Ohio
– -$3K -78 Closed
GI
546
Gradient Investments
Minnesota
– -$2K -60 Closed
CAM
547
ClariVest Asset Management
California
– -$2K -53 Closed
CA
548
CoreCap Advisors
Michigan
– -$2K -43 Closed
AF
549
Advisornet Financial
Minnesota
– -$1K -21 Closed
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